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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPW
151
Endeavor Private Wealth
Kansas
$12.5M +$4.78M +104,794 +63%
FRA
152
FFG Retirement Advisors
Colorado
$12.5M -$1.67M -36,702 -12%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$12.4M +$5.64M +123,707 +85%
FHA
154
First Horizon Advisors
Tennessee
$12.1M +$852K +18,703 +8%
DADC
155
D.A. Davidson & Co
Montana
$12M -$143K -3,138 -1%
LPAM
156
Lodestar Private Asset Management
California
$11.8M +$744K +16,322 +7%
Citadel Advisors
157
Citadel Advisors
Florida
$11.8M +$11.7M +255,697 New
MLA
158
My Legacy Advisors
Oregon
$11.8M +$389K +8,531 +3%
KW
159
KWB Wealth
California
$11.5M -$3.51M -76,914 -23%
LGW
160
Leslie Global Wealth
Illinois
$11.5M -$206K -4,527 -2%
AA
161
Ancora Advisors
Ohio
$11.5M -$390K -8,565 -3%
WIA
162
World Investment Advisors
California
$11.4M +$1.69M +37,182 +18%
FA
163
Fedenia Advisers
Wisconsin
$11.3M -$603K -13,230 -5%
SFS
164
Security Financial Services
Indiana
$11.2M -$424K -9,304 -4%
TWM
165
TSA Wealth Management
Texas
$10.8M -$1.41M -30,976 -12%
GGS
166
Galvin Gaustad & Stein
Arizona
$10.6M +$355K +7,798 +3%
MFA
167
Mayflower Financial Advisors
Massachusetts
$10.4M +$500K +10,981 +5%
CAG
168
Csenge Advisory Group
Florida
$10.4M +$575K +12,621 +6%
SWP
169
Summit Wealth Partners
Florida
$10.2M +$1.72M +37,697 +21%
OWM
170
Orgel Wealth Management
Wisconsin
$10M -$268K -5,870 -3%
TC
171
TownSquare Capital
Utah
$9.94M -$478K -10,488 -5%
OWCM
172
One Wealth Capital Management
Arizona
$9.57M -$390K -8,554 -4%
AWM
173
Apollon Wealth Management
South Carolina
$9.56M +$1.01M +22,252 +12%
RCS
174
Retirement Capital Strategies
California
$9.31M +$1.54M +33,751 +20%
EL
175
EWA LLC
Pennsylvania
$9.23M -$719K -15,779 -7%